Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,520 institutions that hold shares in the stock, with a total of 366 Million shares, which have been reported (via 13F filing form) to have a value of $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
12,511
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
12,499
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2024
Reduced 54.33%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
12,498
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
12,497
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,484
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
12,388
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
12,326
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 65.14%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
12,256
shares
|
$1.13 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
12,200
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,179
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
12,074
shares
|
$1.11 Million
0.72% of portfolio
|
Q2 2024
Reduced 24.64%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,040
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
11,980
shares
|
$1.11 Million
0.3% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
11,903
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
11,756
shares
|
$1.09 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
11,741
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.62%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
11,712
shares
|
$1.08 Million
0.13% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
11,522
shares
|
$1.06 Million
0.85% of portfolio
|
Q4 2021
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,513
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
11,492
shares
|
$1.06 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
11,390
shares
|
$1.05 Million
0.2% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
11,351
shares
|
$1.05 Million
0.11% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
11,329
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
11,325
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,231
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 0.12%
|